Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA^®” and “Certified Investment Management Analyst℠.” Use of CIMA^® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.